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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$486M
2
Coatue Management
Coatue Management
New York
+$355M
3
Millennium Management
Millennium Management
New York
+$262M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$165M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$631M
2
Jane Street
Jane Street
New York
-$428M
3
ACM
AKRE Capital Management
Virginia
-$300M
4
Capital International Investors
Capital International Investors
California
-$266M
5
LPC
Lone Pine Capital
Connecticut
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
826
Northside Capital Management
Oregon
$379K – – –
NFSG
827
Newbridge Financial Services Group
Florida
$379K +$261 +2 +0.1%
MA
828
Montag & Associates
Georgia
$377K – – –
HTC
829
Haverford Trust Company
Pennsylvania
$375K +$61.8K +473 +20%
CPW
830
Catalyst Private Wealth
California
$375K – – –
LFASL
831
Lugano Financial Advisors SA (LFA)
Switzerland
$372K – – –
FRA
832
Frank Rimerman Advisors
California
$368K +$73K +559 +25%
CCA
833
Childress Capital Advisors
Texas
$366K +$40.6K +311 +12%
GIA
834
Guyasuta Investment Advisors
Pennsylvania
$365K +$24.5K +188 +7%
NP
835
NorthRock Partners
Minnesota
$364K +$364K +2,791 New
SAM
836
Shell Asset Management
Netherlands
$360K +$360K +2,760 New
MOS
837
MGO One Seven
Ohio
$360K +$81K +620 +29%
NB
838
Northwest Bancshares
Pennsylvania
$356K – – –
MFA
839
Mayflower Financial Advisors
Massachusetts
$355K +$5.48K +42 +2%
PAM
840
Paradigm Asset Management
New York
$353K – – –
MPM
841
MBB Public Markets
Illinois
$353K -$5.59M -42,820 -94%
WAM
842
Wallington Asset Management
Indiana
$351K +$24.5K +188 +8%
AF
843
Allworth Financial
California
$350K +$24.9K +191 +8%
HFS
844
Hantz Financial Services
Michigan
$346K +$2.48K +19 +0.7%
WTB
845
Washington Trust Bank
Washington
$345K – – –
ACM
846
Advisors Capital Management
New Jersey
$344K +$344K +2,635 New
AMBIA
847
Allen Mooney & Barnes Investment Advisors
Georgia
$343K – – –
ACA
848
American Capital Advisory
Idaho
$343K – – –
MC
849
Middleton & Co
Massachusetts
$342K – – –
EWM
850
Evercore Wealth Management
New York
$341K -$11.8K -90 -3%
32 33
34
35 36